Arthur Timpe III is a CFP® professional with 24 years of experience, serving as an advisor at Timpe & Timpe Financial Advisory Services, L.L.C. since 2002. He is also involved with Timpe & Timpe CPA's LLC, a CPA firm providing tax compliance, consulting, and accounting services. Additionally, he is a principal owner of Accountable Payroll, LLC, a payroll service provider to which he may refer clients. Timpe & Timpe Financial Advisory Services serves individual clients, trusts, and employer retirement plans, managing approximately $61 million. The firm employs a long-term, asset-allocation driven investment approach based on Modern Portfolio Theory, primarily using mutual funds and ETFs, with portfolios governed by Investment Policy Statements and reviewed quarterly.

Matthew Kolb is a financial advisor at Timpe & Timpe Financial Advisory Services, L.L.C. He holds a Series 65 designation and has five years of industry experience. He has been with Timpe & Timpe Financial Advisory Services in its current form since 2020 and was previously associated with its predecessor entity starting in 2016. Timpe & Timpe Financial Advisory Services provides portfolio management, financial planning, and 401(k) plan advisory to individuals, trusts, and pension/profit-sharing plans. The firm follows a Modern Portfolio Theory-based investment approach emphasizing long-term strategic asset allocation, periodic rebalancing, and tailored portfolios documented in Investment Policy Statements.